Zeta Global Holdings Corp Stock Price, News & Analysis

Zeta Global (NYSE:ZETA), the AI Marketing Cloud company, has scheduled its Q2 2025 earnings release for Tuesday, August 5, 2025, after market close. The company's leadership team, including CEO David A. Steinberg and CFO Chris Greiner, will host a conference call at 4:30 p.m. ET on the same day to discuss the results.

Investors and interested parties can access both the live webcast and replay of the earnings call through Zeta's Investor Relations website at investors.zetaglobal.com.

Zeta Global (NYSE:ZETA) has released its June 2025 Zeta Economic Index (ZEI), showing a cautious consumer landscape amid mounting macro risks. The headline Economic Index Score decreased 1.3% month-over-month to 68.0, while the Economic Stability Index remained steady at 65.8.

The report, powered by Zeta's AI and data from over 245 million U.S. consumers, revealed significant sector-specific changes: Retail interest declined by 5.1 points, Financial Services dropped 3.5 points, and Technology decreased by 2.5 points. However, Healthcare and Dining showed modest gains of 1.8 and 1.1 points respectively.

Key indicators showed mixed signals: Credit Line Expansion Intent increased 7.2%, Time Browsing Online rose 2.0%, and Job Market Sentiment improved 2.3% MoM. However, the New Mover Index experienced a significant decline of 18.8%, indicating consumers are postponing major life decisions.

Zeta Global (NYSE: ZETA) published a Forrester Consulting study revealing a significant gap between AI marketing ambitions and actual implementation capabilities. The study, surveying 300 North American marketing technology decision-makers, found that 62% of organizations have only limited or moderate AI deployment. Marketing leaders expect AI to deliver increased ROI (64%), higher customer retention (63%), and revenue growth (58%). However, challenges persist in data quality (cited by 63%) and internal expertise (72%). The research emphasizes that successful AI adoption requires focused personalization, strong data foundations, and enhanced skills development. The study highlights that AI's long-term marketing value will depend on optimizing customer journeys, making high-quality, accessible data crucial for scaling AI initiatives.

Zeta Global (NYSE: ZETA) announced the retirement of John Sculley, Co-founder, Vice Chairman, and Board member, after 17 years of service. Sculley, former Apple CEO, will transition to the role of Vice Chairman Emeritus, where he will continue as an advisor to CEO David A. Steinberg and the leadership team. Under Sculley's co-leadership, Zeta evolved into a significant player in the AI marketing cloud space. The company has not announced plans to replace Sculley's position on the Board of Directors. His tenure was marked by contributions in shaping Zeta's innovative approach at the intersection of marketing and technology.

Zeta Global (NYSE: ZETA) has launched 'Zeta Answers,' an AI-powered intelligence framework that transforms marketing insights into actionable outcomes through automated workflows. The platform leverages agentic AI tools to streamline the path from data analysis to execution, powered by Zeta's Identity Graph containing over 245 million U.S. consumer profiles. Early users reported significant performance improvements, including 30% higher engagement, 10% better native ad performance, and up to 4x higher conversion rates with 4x lower Cost Per Action compared to traditional campaigns. The system features predictive analytics, deterministic attribution, self-serve analytics, and automated optimization capabilities, enabling marketers to make faster, data-driven decisions and improve campaign performance automatically.

Zeta Global's May 2025 Zeta Economic Index (ZEI) reveals a stable but cautious consumer economy, with the headline score at 68.9 (0.3% MoM decline). The Economic Stability Index rose 1.3% quarter-over-quarter, indicating solid household financial footing. Key findings show retail activity up 2.9% MoM and credit indicators healthy (+5.1% MoM), while browsing behavior dropped 42.7% MoM. By sector, retail led with a 7.5-point increase, entertainment gained 3.2 points, while healthcare declined 8.0 points. The New Mover Index increased 2.6%, though Job Market Sentiment declined 0.8% MoM. The ZEI analyzes trillions of behavioral signals from over 245 million U.S. consumers using Generative AI, providing real-time insights into consumer activity and spending patterns.

Cannae Holdings (NYSE: CNNE) announced significant leadership changes and strategic actions on May 12, 2025. William P. Foley II transitions from CEO to Vice Chairman, while Doug Ammerman becomes Board Chairman and Ryan Caswell is appointed CEO. The company is expanding its relationship with JANA Partners, increasing its ownership stake from 20% to 50% for $67.5 million upfront, with potential additional payments of $26 million.

The company appointed two new independent directors: William Royan and Woodrow Tyler, effective June 1, 2025. Cannae is executing its three-key strategy: portfolio rebalancing, capital returns to shareholders, and improving portfolio performance. Notable achievements include raising $470 million through portfolio company sales in 2024, repurchasing $222 million of shares, and initiating quarterly dividends with a 2.7% yield.

Zeta Global's Economic Index (ZEI) for April 2025 reveals a complex economic picture based on data from 245 million US consumers. The ZEI score increased slightly to 69.1, up 1.1% month-over-month, showing economic stability despite consumer uncertainty.

Key findings show a disconnect between sentiment and behavior: While Discretionary Spend Propensity fell 5.5% and Job Market Sentiment declined 3.7%, actual consumer activity remained resilient. Online browsing time surged 10.5%, and Credit Line Expansion Intent grew 6.0%.

Sector-wise, Tech gained 4.4 points, Healthcare rose 2.8 points, while Entertainment and Retail both increased 2.7 points. Dining showed weakness, dropping 2.2 points. The data suggests consumers are maintaining spending but approaching decisions more cautiously.

Zeta Global (NYSE: ZETA) reported strong Q1 2025 results, marking its 15th consecutive "beat and raise" quarter. Revenue reached $264M, up 36% Y/Y, while Scaled Customer count grew to 548 (up 19% Y/Y) and Super Scaled Customer count increased to 159 (up 10% Y/Y). The company generated $35M in operating cash flow (up 41% Y/Y) and $28M in Free Cash Flow (up 87% Y/Y). Despite a GAAP net loss of $22M, Adjusted EBITDA grew 53% Y/Y to $46.7M. The company raised its full-year 2025 guidance, projecting revenue of $1,237M-$1,247M (23-24% growth) and Adjusted EBITDA of $257.5M-$259.5M. Management highlighted the success of their AI innovation, including the launch of AI Agent Studio, while maintaining a conservative outlook due to macro uncertainty.